← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
751	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$116M	-$2.06M	3	19.9%	Reduced
752	Farr Miller & Washington Washington, District of Columbia	$116M	-$837K	6	9.23%	Reduced
753	Horan Capital Management Hunt Valley, Maryland	$116M	-$527K	5	20.65%	Reduced
754	Gamble Jones Investment Counsel Pasadena, California	$116M	-$2.86M	7	9.5%	Reduced
755	Levin Capital Strategies New York	$115M	+$2.97M	5	12.75%	Increased
756	RWC Asset Management London, United Kingdom	$115M	-$6.25M	3	4.89%	Reduced
757	Oak Ridge Investments Chicago, Illinois	$115M	-$9.6M	4	8.65%	Reduced
758	Atom Investors Austin, Texas	$114M	-$14M	6	7.81%	Reduced
759	ICP Indus Capital Partners New York	$114M	+$40.1M	2	19.04%	Increased
760	Meeder Asset Management Dublin, Ohio	$114M	-$8.82M	18	7.58%	Reduced
761	InterOcean Capital Chicago, Illinois	$113M	+$9.9M	6	9.24%	Increased
762	First Allied Advisory Services San Diego, California	$113M	-$2.84M	12	4.03%	Reduced
763	TDAM USA Toronto, Ontario, Canada	$113M	-$1.95M	7	8.01%	Reduced
764	HC Henshaw Capital Woburn, Massachusetts	$112M	+$226K	7	9.52%	Increased
765	Raymond James Trust St. Petersburg, Florida	$112M	+$3.33M	9	5.79%	Increased
766	Boston Advisors Boston, Massachusetts	$112M	+$2.48M	8	5.86%	Increased
767	Varma Mutual Pension Insurance Co Helsinki, Finland	$112M	-$53.5M	3	1.72%	Reduced
768	JCM JS Capital Management New York	$112M	+$33.9M	4	15.2%	Increased
769	Carnegie Investment Counsel Pepper Pike, Ohio	$111M	+$1.11M	7	7.09%	Increased
770	CS McKee Pittsburgh, Pennsylvania	$111M	-$14.6M	4	10.05%	Reduced
771	Highland Capital Management (Tennessee) Memphis, Tennessee	$111M	-$1.76M	9	8.23%	Reduced
772	TAM Telemark Asset Management Boston, Massachusetts	$110M	-$22.9M	3	17.25%	Reduced
773	Echo Street Capital Management New York	$110M	-$43.1M	2	1.87%	Reduced
774	Meitav Investment House Bene-Beraq, Israel	$110M	+$24.6M	20	7.89%	Increased
775	MI Markston International White Plains, New York	$110M	+$1.62M	6	12.3%	Increased